We want to say thank you. We are incredibly grateful for all the love, support, prayers, and best wishes on our exciting addition to our family. We love you and God Bless. Chelsea and Nick

Please join us as we sit down with Dan to discuss items that are important for financial advisors and clients.

In this exclusive event, we will delve into the remarkable events and advancements of the past six months, while providing valuable insights to guide you on the path towards achieving your financial goals. What we’re going to cover: We hope you join us for the 2023 Mid-Year Review as we delve into these key ideas …

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Whether you’re a beginner or an experienced investor, this video provides valuable knowledge that can improve your financial mindset  and help you make investment decisions.  Here’s what we’ll cover:  The importance of having a great financial plan and managing emotions for investment success. The difference between risk and volatility in investments. The normalcy of market …

Mastering the Psychology of Investing: A Path to Financial Success Read More »

Dr. Nicholas E. Michels, CFP® There is a rumor that Albert Einstein once commented on the principle of compounding interest as the most potent force in the universe. But is it a good investment strategy? The answer is generally yes, as anyone can benefit from investing in an account with compounding interest. Even short-term investments …

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Dr. Nicholas E. Michels, CFP® For many people, life isn’t just about saving and accumulating money; it’s about being responsible and doing something meaningful with that wealth. Whether you want to give back to your family, support your favorite causes, or even honor God, there is a great way to do this: tithing and charitable …

How to Incorporate Tithing and Charitable Contributions Into Your Financial Plan Read More »

By Dr. Nicholas E. Michels, CFP® Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment.  This past week, two major players in …

SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings Read More »

Dr. Nicholas E. Michels, CFP® If you ask someone what’s most important in life, you’ll likely hear things such as family, faith, health, or life purpose. We all know that money is important, but perhaps it doesn’t reach as high as the others. However, its importance is real because money impacts every part of your …

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Dr. Nicholas E. Michels, CFP® There are many types of financial advisors in the market. If you’ve done any research, you’ve likely come across the term “fee-only.” It’s important to know whether or not a financial advisor is fee-only, but you may be wondering what this term means and why it matters.  At Michels Family …

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